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Redtail Technology > News >
21 Apr 2023
Manage Your CRM – General Options
Manage your CRM: Manage Database Contact Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Contact Lists to reflect the terminology used in your office.
23 Mar 2023
Manage Your CRM – General Options
Manage your CRM: Manage Database Account Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
26 Oct 2022
Manage Your CRM – General Options
Manage your CRM: Manage Workflow Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
06 Sep 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s September 2022 newsletter
Category: Monthly Newsletter
Read our September newsletter for information on our enhanced Redtail-Orion integration, a new Managing Your CRM series post, and more.
16 Aug 2022
Manage Your CRM – General Options
Manage your CRM: Manage Note Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
22 Jul 2022
Manage Your CRM – General Options
Manage your CRM: Manage Mail Merge Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
05 Jul 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s July 2022 newsletter
Category: Monthly Newsletter
Read our July newsletter for new articles by both our Director of Training and our Co-Founder, a new Managing Your CRM series post, and more.
16 Jun 2022
Manage Your CRM – General Options
Manage your CRM: Manage Custom Export Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.
08 Jun 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s June 2022 newsletter
Category: Monthly Newsletter
Read our June newsletter for 2022 T3 Survey results, new How to Handle and Managing Your CRM series posts, Best Paw Forward winners, and more.